Kyle Fisher is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Axa Advisors, AT&T, Lockheed Martin, Penn State University, and Walmart. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Luis M. Posse is an International Wealth Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry. He has specialized knowledge in wealth structuring and delivering financial strategies for large international families and companies. Luis began his career at Merrill Lynch Wealth Management in 2001, providing financial advice to large institutions, insurance companies, and pension funds. His institutional expertise has enabled him to cater to both international and domestic private clients. By the end of 2012, Luis advanced to the role of Senior Vice President at Merrill Lynch, becoming one of the youngest to hold this position at the firm at the time. Prior to his tenure at Merrill Lynch, he worked at Banco Liniers Sudamericano and Argencard S.A. in Buenos Aires. Luis holds a Bachelor of Science degree in Business Administration from the University of Colorado at Boulder and is a Personal Investment Advisor (PIA). He is fluent in English and Spanish. Originally from Argentina and educated in both Europe and the United States, Luis currently resides in Key Biscayne, Florida. Outside of his professional pursuits, he engages in activities such as snow skiing, golfing, and kite surfing.

Debora Castany is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Morgan Stanley and Sanders Capital LLC, as well as involvement with Castany Enterprises and a brief association with Rob Kresberg Tennis. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Jacques Kaswan is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior work includes roles at JP Morgan, Sunrise Securities, and Financial Partners Capital Management. Kaswan also spent five years affiliated with Yeshiva University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Mark Barefield is a financial advisor with Edward Jones in Coral Gables, FL, holding a Series 66 designation and 11 years of industry experience. He has worked with multiple firms including Guerra Wealth Advisors, LPL Financial LLC, and Raymond James Financial Services. Outside of his advisory role, he has been involved with Boomtown Performance LLC, a business related to CrossFit in Burkburnett, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branches.

David Hyman is a financial advisor with Edward Jones in Coral Gables, FL, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 10 years before joining Edward Jones in 2025. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies along with affiliated mutual funds and securities-based lending. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Carlos Lopez is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2026, he worked at Bank of America and Merrill from 2019 to 2024, as well as National Securities Corp and Park One in earlier roles. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Antonella Siari is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at HSBC, Societe Generale, and Alvarez & Marsal. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending eligible investment strategies.

Sandra Ortega is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2019, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Gloria Barbier is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Equitable Advisors since 2009, following her tenure at AXA Advisors LLC. Outside of her advisory role, she serves on the board of directors for The Peacock Building Association, overseeing facility maintenance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Alain Albergel is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as a power of attorney and personal representative for a family member's account. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Alvaro Guerra is an International Wealth Advisor with Merrill Lynch Wealth Management. With over 20 years of experience at Merrill and an additional 12 years at Lloyds Bank, he has developed expertise in executive compensation, equity compensation services, international wealth management, managing new wealth, and portfolio management services. His approach centers on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Alvaro holds a Bachelor's Degree in Civil Engineering from Universidade Federal de Minas Gerais in Brazil and completed courses in Economics for Engineers at Fundacao Dom Cabral. He also earned a Diploma in Business Administration from the University of Birmingham in the United Kingdom. Alvaro holds the Personal Investment Advisor (PIA) designation and is fluent in English and Portuguese. Outside of his professional role, Alvaro enjoys cooking, music, soccer, spending time with his family, traveling, and watching movies. His client-focused philosophy emphasizes simplicity and transparency in wealth planning to help clients manage and achieve their personal financial objectives.

Jorge Martinez is a Series 66 credentialed financial advisor with 13 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2026 after over a decade at J.P. Morgan in various securities and banking roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a wide range of brokerage and advisory solutions across its large network of financial advisors.

Sneyder Crespo is a Series 66-licensed financial advisor with Merrill, based in Coral Gables, FL, with seven years of industry experience. His prior roles include positions at JPMorgan Chase and Bank of America, N.A. He is involved in a small investment-related business, Crespo-G Investment Group LLC, which he manages alongside his advisory work. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sileo is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial in Miami, FL. He previously worked for Western International Securities, Inc. for 16 years. His other business activities include involvement with non-variable insurance. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and multiple portfolio management options.

Yancy Ranalli is a financial advisor with UBS Financial Services in Miami, FL, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He has been with UBS since 2016 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for one year. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

Allen Stein is a financial advisor with Primerica Advisors in Miami, FL, holding a Series 65 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Alfredo Rotemberg is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Angel Mendoza is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at J.P. Morgan Securities LLC, CitiGroup Global Markets Inc, and Amerant Investments, Inc. Mendoza is currently based in Orlando, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is notable for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Kevin Forrest is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is involved in an automotive business focused on buying, repairing, and reselling vehicles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.